Summer 2011 Release                           |                New Features              © 2005-2011 EchoSign, Inc. All Ri...
EchoSign Web – Summer 2011 • Collaboration 2.0:   Signer Editing with   Real-Time Tracked Changes • SAML Single Sign On • ...
EchoSign Web – Summer 2011  • New! e-Collaboration and Signer Editing with Tracked Changes                         © 2005-...
Signer Editing: How it WorksNow! Allow your signers to not justsign, but edit and suggest changes toyour contracts as well...
Signer Editing: Signers Can SuggestChanges in Real-Time, on the Web …Signer reviews the documentas before on EchoSign, can...
Sender Can Then Review Changes On-Line in Real-Time – or Off-Line in WordIf changes are proposed by aSigner, the Sender is...
Signer Editing: You Can Accept,Reject, Mark-Up Online or OfflineSender Can Review and Make Change Offline withWord: Sender...
EchoSign Web – Summer 2011  • Collaboration 2.0: Signer Editing with Tracked Changes  • SAML Single Sign On  • EchoSign Fo...
SAML Single Sign OnSingle-Sign-On to EchoSign with your corporate network.•   Security     Users must log in to your corpo...
EchoSign Forms 2.0: New Features  Form Field Validation  Ensure signers enter legal values before they sign.  Defining val...
Advanced User Management Filter and search for users in your account You may also export your user list to a CSV file Batc...
Enhanced Reports Data Export Report Export now contains additional data about each transaction     –   Agreement Name     ...
Faster Confirmation; Force Reasonfor Rejection Immediate Signing Confirmation Signers receive even faster, immediate confi...
Customize Terms of Use;In-App New Feature Notifications   Customize and Optionally Mandate   Separate Agreement   to Terms...
More Languages:Korean, Traditional Chinese   Korean and Chinese (Traditional)   Korean and Chinese Traditional were added ...
API v11   • Asdasd New functions: Retrieve all your widgets, library documents, all docs across your API key, more        ...
Integrations: Xobni – E-Sign inside ofOutlook Xobni is a free e-mail search tool, and EchoSign has launched a gadget/integ...
Integrations: SAP eSourcing EchoSign is now natively integrated inside of the on- demand versions of SAP eSourcing and CLM...
Coming Soon …  • A New Way to    Think About Mobile    Contracts  • EchoSign Global    Edition 2.0                      © ...
Summer 2011 Release                           |                New Features              © 2005-2011 EchoSign, Inc. All Ri...
Thank You!  © 2005-2011 EchoSign, Inc. All Rights Reserved
Upcoming SlideShare
Loading in …5
×

EchoSign Summer 2011 Release: eCollaboration and More

17,143 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
17,143
On SlideShare
0
From Embeds
0
Number of Embeds
15,173
Actions
Shares
0
Downloads
12
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

EchoSign Summer 2011 Release: eCollaboration and More

  1. 1. Summer 2011 Release | New Features © 2005-2011 EchoSign, Inc. All Rights Reserved
  2. 2. EchoSign Web – Summer 2011 • Collaboration 2.0: Signer Editing with Real-Time Tracked Changes • SAML Single Sign On • EchoSign Forms 2.0: Field Validation, Checkbox text tags • User Management 2.0: Create and update users in bulk, Export user list • Enhanced Reports Data Export • API v11 • SAP, Xobni Integrations • Korean, Traditional Chinese, More Languages • More … © 2005-2011 EchoSign, Inc. All Rights Reserved
  3. 3. EchoSign Web – Summer 2011 • New! e-Collaboration and Signer Editing with Tracked Changes © 2005-2011 EchoSign, Inc. All Rights Reserved
  4. 4. Signer Editing: How it WorksNow! Allow your signers to not justsign, but edit and suggest changes toyour contracts as well You may allow senders to choose whether to allow Signer Editing for (x) each document separately, or enable it for (y) all documents sent out for signature Enable Signer Editing on the Account tab – not enabled by defaultSelect from Send Page (Once Enabled) Supported file formats are Microsoft Word, Text, RTF and Google Docs, but today, not Excel, PowerPoint, PDF, etc.It’s Optional – If You Don’t Want SignerEditing, It’s Turned OFF by Default © 2005-2011 EchoSign, Inc. All Rights Reserved
  5. 5. Signer Editing: Signers Can SuggestChanges in Real-Time, on the Web …Signer reviews the documentas before on EchoSign, cannow also “Suggest Changes”(if you allow it)Clicking "Suggest Changes"allows the Signer to edit thedocument online in real-time An online Google Docs editor allows the signer to suggest revisions to the document. No need to have a Google account or register for anythingWhen done, the Signersubmits the document back tothe sender to review, reject,and/or allow, and resend © 2005-2011 EchoSign, Inc. All Rights Reserved
  6. 6. Sender Can Then Review Changes On-Line in Real-Time – or Off-Line in WordIf changes are proposed by aSigner, the Sender is notifiedby e-mail with the proposedchanges immediately: – Sender Can Review Online in EchoSign – And, EchoSign emails the Sender a Word file with Tracked Changes enabled Word document with tracked changes can easily be forwarded on to legal or other 3d parties to review off-line, outside of EchoSign, and then uploaded back to EchoSign © 2005-2011 EchoSign, Inc. All Rights Reserved
  7. 7. Signer Editing: You Can Accept,Reject, Mark-Up Online or OfflineSender Can Review and Make Change Offline withWord: Sender can either revise the attachmentoffline in Word (and easily accept and reject TrackedChanges as desired), and upload the new MicrosoftWord revision to EchoSign, to go back out forsignature. OR, IF YOU PREFERSender Can Review Online in Real-Time: Sendercan also review the changes online in EchoSign(using Google Docs) in real-time, accept them ormake other changes on-line, and resend for e-signature all on the web.>> Either way, Sender controls the revisions to thedocument, the Signer only proposes changes. © 2005-2011 EchoSign, Inc. All Rights Reserved
  8. 8. EchoSign Web – Summer 2011 • Collaboration 2.0: Signer Editing with Tracked Changes • SAML Single Sign On • EchoSign Forms 2.0: Field Validation, Checkbox text tags • User Management 2.0: Create and update users in bulk, Export user list • Enhanced Reports Data Export • API v11 • SAP, Xobni Integrations • Korean, Traditional Chinese, More Languages • More … © 2005-2011 EchoSign, Inc. All Rights Reserved
  9. 9. SAML Single Sign OnSingle-Sign-On to EchoSign with your corporate network.• Security Users must log in to your corporate network to gain access to EchoSign.• Control Grant or block access to EchoSign from a central location.• Ease of Use Users no longer have to remember an additional set of credentials(*) Your corporate network needs to support the SAML protocol.If your corporate network does not support SAML, contact us to discuss other options to enable Single-Sign-On through one of our partners. EchoSign for Salesforce customers SAML now allows you to sign in to EchoSign using your Salesforce credentials! © 2005-2011 EchoSign, Inc. All Rights Reserved
  10. 10. EchoSign Forms 2.0: New Features Form Field Validation Ensure signers enter legal values before they sign. Defining validations rules • PDF forms validation rules are automatically imported. • Set validation rules in EchoSign Text Tags For example: {{*cell_es_sender.phone}} {{startdate_es_signer2.date}} {{days_es_signer.num(>0,<60)} • Can also create validations using EchoSign’s Drag-and-Drop Authoring page using standard ‘Create Form’ or Widget on EchoSign homepage Now: Position Check boxes using EchoSign Text Tags For example: {{[]}}, {{[x]_es_signer}}, etc. © 2005-2011 EchoSign, Inc. All Rights Reserved
  11. 11. Advanced User Management Filter and search for users in your account You may also export your user list to a CSV file Batch create and update users • Create new users • Move users between groups • Update users’ email addresses and other properties • Change users’ admin permissions © 2005-2011 EchoSign, Inc. All Rights Reserved
  12. 12. Enhanced Reports Data Export Report Export now contains additional data about each transaction – Agreement Name – Created Date – Agreement Status – Last Transaction Date – Sender Name, Email, Group – Workflow – Signature Type – new - Recipient Emails – new - Signer names, date of signing, IP address – new - Next signer’s email address © 2005-2011 EchoSign, Inc. All Rights Reserved
  13. 13. Faster Confirmation; Force Reasonfor Rejection Immediate Signing Confirmation Signers receive even faster, immediate confirmation when signing is complete, even as images are rendering. Mandatory Reject Reason Admins can now require signers to supply a reason for refusing to sign an agreement. The reason is automatically included in the audit trail. © 2005-2011 EchoSign, Inc. All Rights Reserved
  14. 14. Customize Terms of Use;In-App New Feature Notifications Customize and Optionally Mandate Separate Agreement to Terms of Use Require signer to explicitly agree to unique terms and to conduct business electronically with your company, or with other terms relevant to your Company (e.g., unique or customer- specific consumer consent provisions). ‘New’ feature notification Admins are notified from within EchoSign with new feature and service announcements © 2005-2011 EchoSign, Inc. All Rights Reserved
  15. 15. More Languages:Korean, Traditional Chinese Korean and Chinese (Traditional) Korean and Chinese Traditional were added to our growing list of supported signing languages. © 2005-2011 EchoSign, Inc. All Rights Reserved
  16. 16. API v11 • Asdasd New functions: Retrieve all your widgets, library documents, all docs across your API key, more © 2005-2011 EchoSign, Inc. All Rights Reserved
  17. 17. Integrations: Xobni – E-Sign inside ofOutlook Xobni is a free e-mail search tool, and EchoSign has launched a gadget/integration that allows your to e-sign inside of Outlook using EchoSign- for-Xobni Terrific for countersigning – no need to even go to echosign to countersign Free, get it here: http://www.xobni.com/gadgets/echosign © 2005-2011 EchoSign, Inc. All Rights Reserved
  18. 18. Integrations: SAP eSourcing EchoSign is now natively integrated inside of the on- demand versions of SAP eSourcing and CLM Contact your SAP account manager to have this feature turned on, and learn more here or at: http://goo.gl/AJKRu © 2005-2011 EchoSign, Inc. All Rights Reserved
  19. 19. Coming Soon … • A New Way to Think About Mobile Contracts • EchoSign Global Edition 2.0 © 2005-2011 EchoSign, Inc. All Rights Reserved
  20. 20. Summer 2011 Release | New Features © 2005-2011 EchoSign, Inc. All Rights Reserved
  21. 21. Thank You! © 2005-2011 EchoSign, Inc. All Rights Reserved

×